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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $29,534 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,921 | $79,209-43.3% | $102,434-56.1% | $74,459-39.7% |
| Participation rate | 56.4% | 74.8%-18.4pp | 76.5%-20.1pp | 67.2%-10.8pp |
| Annual return | 11.10% | 54.98%-43.9pp | 29.46%-18.4pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $736 | $2,362-68.9% | $3,023-75.7% | $2,626-72.0% |
| Participant deferral / active EE | $2,488 | $4,417-43.7% | $5,055-50.8% | $4,350-42.8% |
| Admin fee / account holder | $374 | $2,002-81.3% | $9,462-96.1% | $1,945-80.8% |